Retirement Plan Insights - Strategic Retirement Planning Seminars
Don't miss this opportunity to participate in an in-depth seminar designed to bring experienced retirement plan professionals up to speed on the hottest topics and currently pending legislation that could impact the design and administration of your retirement plan programs.
This comprehensive seminar will cover a full range of ERISA issues, including a Legislative Update, Review of the latest IRS Regulations, Fiduciary Issues, and Employee Communications.
Why You Should Attend:
This two-day seminar will provide you with an in-depth look at advanced ERISA-related topics, current developments, and administrative procedures to help you become more proficient in directing effective, profitable retirement plan programs.
Who Should Attend:
Designed for the experienced retirement plan professional, you should seriously consider attending if you are an attorney, accountant, financial planner, consultant, banker, actuary or if you participate in the design and administration of retirement plans.
What You'll Learn:
• Document issues now that pre-approved defined contribution plans are being restated onto the EGTRRA documents.
• Pension issues in current Congressional legislation and how that legislation and the IRS and DOL interpretative regulations will affect the way we design and administer plans. • The Interim amendment saga and what document amendments may be required and when. • How automatic enrollment is changing the way plans are operated.
• How recent court decisions will impact administrators and fiduciaries who are responsible for the well-being of the plan. • A review of using the IRS Corrections Program, additional program changes are supposed to be issued in 2008. • Additional topics may be added throughout the year as warranted by legislative and regulatory developments.
Class Schedule: Registration 8:30 A.M. Day 1 Program 9:00 A.M. to 5:00 P.M. on Day 1 8:30 A.M. to 4:00 P.M. on Day 2
Course Level: Intermediate /Advanced
Delivery Method: Group - Live Advanced Preparation: None Prerequisite: Experienced in design and administration
CPE Credit: 14 hours
NASBA Statement:
Administrative Policy:
2008 Calendar of Classes
Date Where City, State
800-362-2779
Room cut off date: 04/21/08
800-334-4040
Room cut off date: 05/12/08
314-878-1500
Room cut off date: 06/07/08
800-233-1234
Room cut off date: 08/15/08
11/11 - 11/12
Reservation Group Code: XMCKAY
800-937-7777
Room cut off date: 10/13/08$139 Single/Double Occupancy
800-233-1234
Room cut off date: 10/23/08
Click here for fees and registration information
Here's How Some Past Participants Evaluate MHC's Seminars...
"This is one of the best seminars that I have attended. The manual will provide good reference for future use as well."
John A. Burnquist, David L. Kuntzman Agency
"McKay Hochman is a top tier organization with great expertise and professionalism, and I will continue to use you for years to come!"
Dirk Richardson, Laconia Savings Bank
"I felt like we were having a discussion with Instructor the whole two days and not someone lecturing to us. He really got us all involved in the topics."
Kelly Scharbarth, Virchow Krause Retirement Plan Services